Bolles, a wealth manager and specialist in philanthropic planning, brings exceptional breadth and depth of wealth management experience to WorthPointe.
DALLAS (December 2019) – WorthPointe, a long established financial planning firm built with clients in mind, is excited to add Doug Bolles, CAP® as its newest Partner. He has been in banking and wealth management for 35 years and most recently served as Executive Vice President of Southside Bank Wealth Management in Tyler, TX. A Chartered Advisor in Philanthropy®, Bolles has used this expertise to advise families on long-term financial planning and creating a legacy through charitable giving for decades.
“Relationships matter,” Bolles said. “At WorthPointe, the relationship with the client is the sole focus for all the firm does. If we don’t get it right for the client, getting the rest of it right doesn’t matter. Our greatest accomplishment is helping our clients achieve their greatest accomplishments.”
An avid boater, Bolles enjoys “living the lake life” with his wife, three sons and grandchildren by Lake Palestine. He is a board member of the East Texas Estate Planning Council, and HOPE International and is actively involved in his church. He hopes to empower more clients to build balance and spend more time doing what they love, a value shared by WorthPointe.
“Our philosophies mesh perfectly, and we are thrilled to have Doug join the WorthPointe family,” said WorthPointe founder Christopher Van Slyke, CFP®. “His community-minded spirit and passion for helping clients provide security for their families while making their world a better place is what makes him a perfect fit for our team.”
To get in touch with Bolles and the rest of the WorthPointe team, visit: https://www.worthpointeinvest.com/our-team-fee-only-financial-planners/.
WorthPointe is a Registered Investment Advisor with offices in San Diego, Austin, Orange County, Jackson Hole, Tyler and Dallas-Fort Worth with CERTIFIED FINANCIAL PLANNERS™ who are credentialed, experienced, and owners. The firm provides financial planning, investment consulting, tax planning, asset protection, estate planning, charitable giving support and more.
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